AIM

Arcadia Investment Management Portfolio holdings

AUM $649M
1-Year Est. Return 24.19%
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$585M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.53M
3
+$973K
4
AMZN icon
Amazon
AMZN
+$959K
5
SH icon
ProShares Short S&P500
SH
+$956K

Top Sells

1
+$1.68M
2
+$1.54M
3
+$1.29M
4
ITW icon
Illinois Tool Works
ITW
+$1.17M
5
ZTS icon
Zoetis
ZTS
+$888K

Sector Composition

1 Technology 39.19%
2 Healthcare 12.98%
3 Consumer Discretionary 9.54%
4 Industrials 8.17%
5 Consumer Staples 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$15.6K ﹤0.01%
74
252
$15.1K ﹤0.01%
935
253
$14.9K ﹤0.01%
62
-43
254
$14.8K ﹤0.01%
407
-258
255
$14.1K ﹤0.01%
725
256
$13.6K ﹤0.01%
31
257
$13.6K ﹤0.01%
361
-218
258
$13K ﹤0.01%
75
259
$12.8K ﹤0.01%
+300
260
$12.7K ﹤0.01%
100
261
$12.6K ﹤0.01%
198
262
$12.4K ﹤0.01%
45
263
$12.3K ﹤0.01%
196
-68
264
$12.2K ﹤0.01%
140
265
$12.2K ﹤0.01%
941
-1,134
266
$12.1K ﹤0.01%
300
267
$12K ﹤0.01%
70
268
$11.5K ﹤0.01%
460
-6,300
269
$11.5K ﹤0.01%
52
270
$11.4K ﹤0.01%
522
271
$11.3K ﹤0.01%
53
272
$11.3K ﹤0.01%
+1,326
273
$10.9K ﹤0.01%
110
274
$9.79K ﹤0.01%
175
275
$9.57K ﹤0.01%
100
9 10
11
12 13